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Technical Support Services

TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

GET PAID EARLY

Finding capital for your business shouldn’t be complicated.Join the thousands of business who use Taulia to get paid early on their invoices.

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What is Taulia

We are a technology company dedicated to helping simplify business transactions and increase cash flow through an easy to use platform.

The fine print

Taulia Support and the entire Technical Services team is dedicated in helping you succeed. To do that, we have policies in place to show our unwavering commitment to you. Take a moment to read through our support policies to learn more.

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Accepting Early Payments

4 Articles

Accepting offers to get paid early on your invoices is easy! This section will cover topics related to accepting early payment offers in your Taulia account.

Requesting Early Payments

4 Articles

You have full control on choosing which invoice you want to be paid early on. This section will cover topics related to requesting early payment at the time of invoice submission.

Automating Early Payments - Cashflow™

5 Articles

Increase your company's cash flow by enabling Cashflow™.This section covers topics around Taulia's Cashflow™ feature.

Early Payment Status & Details

4 Articles

Taulia's early payment feature provides an easy and seamless experience. This section will covers topics around early payment request statuses.

Using Cash Planner

1 Articles

Cash Planner is an easy to use tool that can quickly calculate which invoices can be accelerated to receive a desired amount. This section covers topics around Taulia's Cash Planner feature.

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TAULIA SUCCESS GUIDE

New to Taulia? There’s a guide for that! Let us guide you so you can quickly get started.

TOP FREQUENTLY ASKED QUESTIONS

Q. What is Cashflow™?: 000003360

Cashflow™ is a feature that enables you to automatically receive early payments after an invoice is approved by your customer.

Q. How do I manage my invoice compliance details?: 000003624

Some European suppliers require to have the compliance saved prior to invoice submission.

Q. I am getting the error "There was a problem recording your acceptance of our Terms and Conditions": 000006480

The error "There was a problem recording your acceptance of our Terms and Conditions" may come up when accepting the T&C for the first time.

Q. I cannot log into the platform.: 000003429

There are 3 common reason why you cannot log into the platform.

Q. Why is my activation code (token) showing invalid?: 000003511

You can request for a new token only if you have already been invited. If you have never received an invitation, please contact your customer.

Q. How do I add or deactivate users?: 000003731

You can manage your account users in the portal and provide different levels of access.

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